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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,117 hedge funds and large institutions have $9.68B invested in SPDR S&P Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 299 increasing their positions, 470 reducing their positions, and 51 closing their positions.

Holders
1,117
Holders Change
+70
Holders Change %
+6.69%
% of All Funds
16.38%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.78%
New
140
Increased
299
Reduced
470
Closed
51
Calls
$10.3M
Puts
$8.54M
Net Calls
+$1.79M
Net Calls Change
-$5.39M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.25B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$290M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$94.8M
4
ACM
4
Argent Capital Management
Missouri
$15.1M
5
SWMG
5
Sard Wealth Management Group
Georgia
$12.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$287M
2
Bank of America
2
Bank of America
North Carolina
$1.08B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$170M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$2.94M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$69.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.25B 9,963,394 +4,706,711 +90%
Bank of America
2
Bank of America
North Carolina
$1.08B 8,627,302 -482,913 -5%
LPL Financial
3
LPL Financial
California
$384M 3,070,202 -139,235 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$325M 2,599,586 -45,229 -2%
JIC
5
Joel Isaacson & Co
New York
$297M 2,373,538 +2,775 +0.1%
RJA
6
Raymond James & Associates
Florida
$291M 2,332,268 +34,564 +2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$290M 2,322,593 +1,993,698 +606%
Ameriprise
8
Ameriprise
Minnesota
$287M 2,298,359 -747,380 -25%
UBS Group
9
UBS Group
Switzerland
$249M 1,993,538 +67,304 +3%
Wells Fargo
10
Wells Fargo
California
$238M 1,903,388 -173,754 -8%
RBA
11
Richard Bernstein Advisors
New York
$172M 1,376,402 -131,141 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$170M 1,357,556 -431,584 -24%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$161M 1,284,447 -44,988 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$154M 1,230,086 -46,576 -4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$139M 1,115,618 +2,835 +0.3%
Truist Financial
16
Truist Financial
North Carolina
$132M 1,058,130 -52,152 -5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$128M 1,020,448 -97,447 -9%
1SB
18
1ST Source Bank
Indiana
$108M 866,686 -9,140 -1%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$94.8M 758,736 +758,736 New
DWM
20
Destination Wealth Management
California
$86.3M 690,405 -10,698 -2%
CIA
21
Capital Investment Advisors
Georgia
$72.8M 582,689 -8,232 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$69.3M 554,556 -373,275 -40%
HighTower Advisors
23
HighTower Advisors
Illinois
$66.3M 530,660 -47,274 -8%
MCM
24
MAI Capital Management
Ohio
$65M 520,339 -46,565 -8%
CAN
25
Cetera Advisor Networks
California
$64.8M 518,395 -3,376 -0.6%
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